Matthew James Lodato
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew James Lodato is an investment adviser representative with J.p. Morgan Securities LLC in New City, NY, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
6 states and territories
California, Connecticut, Florida, Georgia, New Jersey, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bergenfield Public SchoolsFeb 2024 – Apr 2025Bergenfield, NJ
- U.S. Gymnastics Development CenterNov 2023 – Sep 2025Mahwah, NJ
- Skyzone Indoor Trampoline ParkMar 2022 – Oct 2023Allendale, NJ
- StaplesMar 2023 – Apr 2023Riverdale, NJ
- Oradell Public WorksMay 2022 – Sep 2022Oradell, NJ
- ShopriteJan 2021 – Jul 2021Englewood, NJ
- Equitable Advisors, LLCApr 2025 – Aug 2025New York, NY
- Equitable Financial Life InsuranceApr 2025 – Aug 2025New York, NY
- Jpmorgan Chase BANK, N.A.Sep 2025 – no end date reportedValley Cottage, NY
- J.p. Morgan Securities LLCSep 2025 – no end date reportedValley Cottage, NY
- UnemployedSep 2015 – Dec 2020Bergenfield, NJ
- UnemployedAug 2021 – Feb 2022Bergenfield, NJ
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew James Lodato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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